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Name Holding Trade Value Shares
Change
Change in
Stake
Chicago Partners Investment Group
601
Chicago Partners Investment Group
Illinois
$329K +$351K +1,299 New
Beacon Pointe Advisors
602
Beacon Pointe Advisors
California
$327K +$23.8K +88 +8%
Fifth Third Wealth Advisors
603
Fifth Third Wealth Advisors
Ohio
$327K +$26.5K +98 +9%
GEM
604
Global Endowment Management
North Carolina
$326K -$161K -596 -33%
CI
605
Cigna Investments
Connecticut
$320K -$5.95K -22 -2%
KeyBank National Association
606
KeyBank National Association
Ohio
$316K -$43K -159 -12%
HAS
607
Horizon Advisory Services
New York
$316K +$6.22K +23 +2%
MPM
608
MBB Public Markets
Illinois
$315K +$322K +1,191 New
SP
609
SIH Partners
Delaware
$314K +$321K +1,187 New
PWMAG
610
Pinnacle Wealth Management Advisory Group
New Jersey
$313K +$30.3K +112 +10%
TGAM
611
TBH Global Asset Management
Tennessee
$312K -$4.06K -15 -1%
ABN AMRO Investment Solutions
612
ABN AMRO Investment Solutions
$312K -$78.4K -290 -20%
Ameritas Investment Partners
613
Ameritas Investment Partners
Nebraska
$310K – – –
SVWAG
614
Sound View Wealth Advisors Group
Georgia
$305K +$17K +63 +6%
TCM
615
Teza Capital Management
Illinois
$303K -$809K -2,993 -72%
Smartleaf Asset Management
616
Smartleaf Asset Management
Massachusetts
$303K +$107K +395 +53%
BA
617
Bridgewater Advisors
New York
$303K +$316K +1,167 New
CCA
618
Checchi Capital Advisers
California
$300K +$37.6K +139 +14%
Stratos Wealth Partners
619
Stratos Wealth Partners
Ohio
$294K -$205K -757 -41%
DWT
620
Dorsey & Whitney Trust
South Dakota
$293K -$10K -37 -3%
EFS
621
Essex Financial Services
Connecticut
$289K +$295K +1,091 New
NFG
622
Nations Financial Group
Iowa
$280K -$7.84K -29 -3%
Kestra Advisory Services
623
Kestra Advisory Services
Texas
$279K -$395K -1,460 -58%
Capital Advisors Inc
624
Capital Advisors Inc
Oklahoma
$279K +$811 +3 +0.3%
AFW
625
Avantra Family Wealth
Pennsylvania
$279K +$285K +1,053 New